Using the Add-in Professional

The DeliverPoint SharePoint Online Add-In for Office 365 Professional provides reporting and management of permissions within your Microsoft® SharePoint® Online Office 365™ tenant.

You can use the DeliverPoint Add-In to manage permissions at the top level site of a site collection, site, list/library and list item/file levels.

Site, List, and Library Permission Management

To use the DeliverPoint Add-In at the site collection, site, list or library levels, use the DeliverPoint Add-In Main Page. To navigate to the DeliverPoint Add-In Main Page, complete the following steps:

1. Navigate to a site where you have added the DeliverPoint Add-In Pro.
   
   
2. From the Quick Launch or the site contents page, click DeliverPoint Add-In Pro.
   
   
3. If a dialog box is displayed, stating to please configure the application, using the Configure action on the Ribbon, click OK, and then complete the steps described in the Configuring the DeliverPoint Add-in section.
   
   
   
   The DeliverPoint Add-In main page is displayed.
   
   
   
   The DeliverPoint Add-In main page consists of:
   

• Ribbon. This contains the commands to complete the following actions:
  • Centric View
    • Site. Allows the user to set the scope for reporting by selecting one or more objects in the site structure, which is displayed via the Tree View.
    • Account. Allows the user to search for a user account or security group, on which a report can be run against. This view is also used if the user wants to run a Unique Permissions report on a specific user account or SharePoint/security group.
  • Reporting
    • Discover Permissions. Allows the user to find out who has access to a given object and how that access is given.
    • Compare Permissions. Allows the user to compare permissions between more than one object, such as between two subsites.
    • Unique Lists. Allows the user to report any lists which have unique permissions, or in other words, lists which have had their permissions broken from the parent site.
    • Unique Permissions. Via the Account Centric View, the user can run this report to find the locations where a specific user account or security group has been given explicit permissions to a site collection, site, list/library, folder or list item. In other words, where a user or group does not have its permissions inherited from the parent object.
    • Export to CSV. Allows you to export the results to a comma-separated values (CSV) file, which you could then open in a program, such as Microsoft® Excel, to analyse the data.
  • Management
    • Copy Permissions. Allows the user to copy permissions from one object (source) to another (target). Copying amends permissions on the target object, and does not affect the existing permissions.
    • Grant Permissions. Allows the user to grant permissions on one or more selected objects to a user account and/or SharePoint/security group, or combination of users and/or groups.
    • Transfer Permissions. Allows the user to select a scope, copy the permission set of an account (source) within that scope to other account(s) (target), and then the source account is deleted within the selected scope. This operation is a combination of the Copy Permissions and Delete Permissions commands.
    • Delete Permissions. Deletes an account’s permissions on an object.
    • Inherit Permissions. Allows the user to re-inherit the permissions of the parent object. This action is applied to objects that have unique permissions.
    • Break Permissions. Allows the user to break the inheritance of an object from its parent, thus giving the user the ability to modify the permissions of that object. This results in an object having unique permissions.
  • Tree View
    • Tree View Legend. Displays a legend of the icons used in the tree view area.
    • Configuration. Use to configure the DeliverPoint Add-In.
    • License Information. Displays product licence details.
    • Online Documentation. Link to this documentation.
• Tree View pane. The tree view area, displays the site collection, the sites within the site collection, and the lists and libraries within each site that you have permissions to view. You will use the check box to the left of each SharePoint object displayed to identify which object to complete the permission management task.
• Results pane. As you complete different DeliverPoint tasks, the results pane is used to display the results of those tasks. When you first display the DeliverPoint Add-In Main Page, the result pane displays the legend of the icons that appear in the tree view.
• Selected Scope pane. This pane is displayed at bottom of the DeliverPoint Add-In Main Page and displays the SharePoint object(s) selected in the tree view pane.
  

List Item and File Permission Management

On sites where you have added the DeliverPoint Add-In, you can complete DeliverPoint Add-In permission management tasks on list items and files. Lists and libraries in sites where the DeliverPoint Add-In has been added will display on the DeliverPoint Ribbon tab.